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Company Main View
Name:
Bank of Marin
City:
Novato
State:
CA
Zip:
94947
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$113,928,000
Total Value Change :
$2,326,000
Securities Held Change :
-3
All Securities Held :
115
New Positions
:
3
Closed Positions
:
6
Increased Positions
:
19
Unchanged Positions
:
27
Decreased Positions
:
66
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
New Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
UNH
Unitedhealth Group Inc
92
New
$511.74
$347,000
702
0.3%
347,000
702
0
Health Care Plans
TSM
Taiwan Semiconductor Mfg. C...
108
New
$146.41
$256,000
1,879
0.22%
256,000
1,879
0
Semiconductor - Integ...
VIS
Vanguard Industrials ETF
114
New
$241.98
$203,000
833
0.18%
203,000
833
0.004
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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